See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,910 | $52,639-22.3% | $185,117-77.9% | $62,292-34.3% |
| Participation rate | 14.3% | 63.9%-49.6pp | 77.3%-63.0pp | 69.5%-55.2pp |
| Annual return | 12.71% | 19.57%-6.9pp | 40.50%-27.8pp | 28.90%-16.2pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $782 | $3,097-74.7% | $5,045-84.5% | $3,169-75.3% |
| Admin fee / account holder | $4 | $374-98.9% | $8,159-100.0% | $479-99.2% |